Senior Personal Trust Sales Pro (Hybrid)

Teachers Insurance and Annuity Association of America; Dallas (TX); Hybrid; USD 118,000 - 159,000; Full time

Job summary

The Teachers Insurance and Annuity Association of America is seeking a Trust Consultant to grow our trust administration business. You will engage internal partners and clients to identify opportunities to serve as trustee or co-trustee of new or established trusts.

You will train partners, review books of business, conduct due diligence, and guide opportunities through the acceptance process, collaborating with prospect’s legal and tax advisors to deliver compliant, client-focused trust

Qualifications

• 5+ years of selling Personal Trust solutions.
• Ability to prospect, manage opportunities, and move business through the trust acceptance process.
• University degree preferred.

Responsibilities

• Trains internal partners on the positioning of TIAA Trust as trustee.
• Reviews the internal partner’s book of business to identify prospects.
• Conducts all due diligence, prospect, and internal partner interaction to gather required documents and move the opportunity through the acceptance process.
• Work directly with prospect’s legal and tax advisors.
• Maintains careful and accurate records of the sales and due diligence process. Adheres to all internal process and procedures.
• Acts as a key engagement point for internal partners, not just in terms of prospecting, but in terms of subject matter expertise.

Skills

Personal Trust sales

Prospecting

Opportunity management

Trust onboarding

Education

University degree

Job description

The Teachers Insurance and Annuity Association of America is seeking a Trust Consultant to grow our trust administration business. You will engage internal partners and clients to identify opportunities to serve as trustee or co-trustee of new or established trusts.

You will train partners, review books of business, conduct due diligence, and guide opportunities through the acceptance process, collaborating with prospect’s legal and tax advisors to deliver compliant, client-focused trust